Dixon Technologies (India) Limited — Investor Meet, 05-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Dixon Technologies posted Q1 FY27 revenue of INR 15,557 Cr, EBITDA of INR 472 Cr, and PAT of INR 218 Cr. Operating margins were temporarily compressed due to Mobile PLI 1 expiry and input cost pass-throughs. Despite industry declines, management expects FY27 mobile volumes to match last year, indicating market share gains. Strategic backward integration into camera modules and displays, plus new JVs with Vivo and Inventec, are pivotal. Mobile PLI 2.0 is anticipated to boost exports and localization. Management is confident about future growth, expecting margin restoration from FY28 driven by these initiatives and strong IT hardware/telecom growth.